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VisualAnalysis 12.0 Help

Report Operations

Save a Report with your Project

Quick reports may be generated in a variety of ways. If you close your report, or create a new report this type of report is "lost" (you may always re-create it the way you did originally). However if you edit a quick report or give it a name, it will be automatically saved with your project file! When you re-open your project file you will be able to access it by name from the Command Bar, when the Report View is active. It is a good idea to give these reports a nice name that will make sense to you.

Please note: The report's data is not saved, just a template (organization, filters, and format) of the report! When you recreate a project report the data is pulled "live" from your model, loads and analysis results. If you wish to save the data from a particular model or analysis run permanently you should print it, or save the report as a separate file!

Save a Report as a New Style

Save a report that you have customized for use on other and future projects using Report | Save Report as Style. This preserves the report contents and settings in a data file on your machine, independent of any particular project file. See File Preferences for names and locations.

Save a Report to a File

You may wish to save a report permanently to archive the information it contains. Perhaps you want to use a spreadsheet to further process the numbers in a report. You may also need to edit it in a word processor or email the report to someone. In all these situations, you will use File | Save Report As to create a file. Reports may be saved in Rich Text File (.rtf), Plain text (.txt), Comma Delimited (.csv), or Tab Delimited format (.txt). The delimited formats work best for going to spreadsheets. 

In the advanced level of VisualAnalysis you can also save the report directly to Microsoft Excel (.xls) format, or work with the Spreadsheet tab directly for basic spreadsheet manipulations of the data.

Export a Table to a Spreadsheet

Highlight a section of a Report View by Dragging the mouse. Choose Edit | Copy from the main menu. Start your favorite spreadsheet with a new worksheet and choose Edit | Paste from the spreadsheet menu. The information will be pasted as text, so you may need to use a command to parse the text into numbers. For example, in Microsoft Excel, use Data | Convert Text To Columns.

Hint: If you routinely use this feature you might wish to customize reports so they import more easily into the spreadsheet. You may turn clear the box for "Use Table Lines" and the box for "No Table Duplicates". These options are found under Edit | Preferences under the Report tab.

Delete a Saved Project Report

Reports that you customize will accumulate within your project so that you can get back to them easily, and they will be available to others who receive your project file. These report can be manually deleted: first create the report by selecting it from the Quick Report list in the command bar, then use the Modify tab in Project Manager, selecting the Delete Saved? option. The report will be thrown out as soon as another report is generated, or the project is closed.

Print a Report

Use File | Print to print the active Report View or File | Print Preview first to verify how it will appear.

If you need to make some changes before printing, use File | Page Setup, or Edit | Preferences on the Report tab or Font tab.